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Upturn AI SWOT - About
First Trust NASDAQ Smartphone (NXTG)
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Upturn Advisory Summary
09/16/2025: NXTG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.49% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 73.59 - 96.92 | Updated Date 06/30/2025 |
52 Weeks Range 73.59 - 96.92 | Updated Date 06/30/2025 |
Upturn AI SWOT
First Trust NASDAQ Smartphone
ETF Overview
Overview
The First Trust NASDAQ Smartphone Index Fund (ticker: FONE) seeks investment results that correspond generally to the price and yield, before fees and expenses, of an equity index called the NASDAQ Smartphone Index. It focuses on companies that are engaged in the design, manufacture and sale of smartphones and their components.
Reputation and Reliability
First Trust is a well-established ETF provider known for its innovative thematic ETFs.
Management Expertise
First Trust has a dedicated team with expertise in managing and tracking specialized indices.
Investment Objective
Goal
To replicate the performance of the NASDAQ Smartphone Index.
Investment Approach and Strategy
Strategy: Tracks the NASDAQ Smartphone Index, a modified market capitalization-weighted index designed to track the performance of companies involved in the smartphone industry.
Composition Primarily holds stocks of companies involved in the smartphone industry, including manufacturers, suppliers, and software developers.
Market Position
Market Share: Data not readily available to compute market share precisely.
Total Net Assets (AUM): 184800000
Competitors
Key Competitors
- ROBO
- BOTZ
- ARKW
Competitive Landscape
The competitive landscape includes broader tech ETFs. FONE has a niche focus that can offer concentrated exposure, while broader ETFs offer diversification but less targeted exposure to the smartphone industry.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Performance is compared to the NASDAQ Smartphone Index.
Expense Ratio: 0.007
Liquidity
Average Trading Volume
Average trading volume should be sourced from financial data providers, which varies significantly based on market conditions.
Bid-Ask Spread
The bid-ask spread is typically narrow, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, technological advancements in smartphone technology, supply chain dynamics, and consumer spending patterns influence FONE's performance.
Growth Trajectory
Growth is tied to the overall smartphone market and related technological innovations, with potential for strategic adjustments in holdings based on index rebalancing.
Moat and Competitive Advantages
Competitive Edge
FONE provides targeted exposure to the smartphone industry, offering investors a way to capitalize on the growth of smartphone technology and related services. This focused approach can lead to higher returns if the industry performs well. First Trust's reputation also adds to its advantage. However, it is more concentrated than other funds, posing risk to investors.
Risk Analysis
Volatility
Historical volatility should be assessed using financial data providers.
Market Risk
Specific risks include reliance on the smartphone market, potential for technological obsolescence, and exposure to specific companies within the industry.
Investor Profile
Ideal Investor Profile
Investors bullish on the long-term growth of the smartphone industry and its associated technologies.
Market Risk
Suitable for investors with a higher risk tolerance seeking targeted exposure to the smartphone sector rather than broad market diversification.
Summary
First Trust NASDAQ Smartphone Index Fund is designed for investors looking for targeted exposure to companies involved in the smartphone industry. It tracks the NASDAQ Smartphone Index and offers a way to invest in the growth of smartphone technology. The fund comes with low expense ratio, but the concentrated focus makes it relatively volatile. Investors should consider their risk tolerance and investment goals before investing in FONE.
Peer Comparison
Sources and Disclaimers
Data Sources:
- First Trust Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data may not be precisely accurate due to data availability limitations. Please consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About First Trust NASDAQ Smartphone
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to track the performance of companies that have devoted, or have committed to devote, material resources to the research, development and application of fifth generation (5G) and next generation digital cellular technologies as they emerge.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.